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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $880M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
-14.51%
1 Year Est. Return
+30.15%
3 Year Est. Return
+79.88%
5 Year Est. Return
+114.34%
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow %
109.2%
Top 10 Hldgs %
40.39%
Holding
462
New
461
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$27.6M
2
CVX icon
Chevron
CVX
+$5.8M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.69M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.42M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 29.13%
2 Energy 27.14%
3 Technology 9.92%
4 Financials 8.76%
5 Healthcare 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DISCK
301
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$35K 0.03%
+1,500
New +$41.7K
FLIR
302
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$35K 0.03%
+807
New +$39.7K
LLL
303
DELISTED
L3 Technologies, Inc.
LLL
$35K 0.03%
+200
New +$38.5K
NVS icon
304
Novartis
NVS
$264B
$34K 0.03%
+448
New +$34.9K
CLR
305
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$34K 0.03%
+844
New +$43.1K
AXAS
306
DELISTED
Abraxas Petroleum Corp
AXAS
$33K 0.03%
+1,500
New +$52.3K
BR icon
307
Broadridge
BR
$19.1B
$30K 0.02%
+314
New +$34K
NKE icon
308
Nike
NKE
$53.1B
$30K 0.02%
+400
New +$29.9K
EMN icon
309
Eastman Chemical
EMN
$7.44B
$29K 0.02%
+400
New +$31.9K
NUV icon
310
Nuveen Municipal Value Fund
NUV
$1.79B
$29K 0.02%
+3,100
New +$28.6K
PGR icon
311
Progressive
PGR
$126B
$29K 0.02%
+473
New +$31.5K
PYPL icon
312
PayPal
PYPL
$45.1B
$29K 0.02%
+345
New +$28.7K
TRGP icon
313
Targa Resources
TRGP
$61.1B
$29K 0.02%
+806
New +$39K
YUM icon
314
Yum! Brands
YUM
$37.6B
$29K 0.02%
+320
New +$28.6K
RDS.A
315
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$29K 0.02%
+500
New +$31K
CLH icon
316
Clean Harbors
CLH
$16.8B
$28K 0.02%
+576
New +$35.9K
NEM icon
317
Newmont
NEM
$128B
$28K 0.02%
+800
New +$25.9K
PWV icon
318
Invesco Large Cap Value ETF
PWV
$1.86B
$28K 0.02%
+850
New +$30K
XLU icon
319
State Street Utilities Select Sector SPDR ETF
XLU
$21.5B
$28K 0.02%
+1,040
New +$28.3K
MRO
320
DELISTED
Marathon Oil Corporation
MRO
$28K 0.02%
+1,952
New +$34.8K
BSCM
321
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$28K 0.02%
+1,350
New +$27.7K
JDD
322
DELISTED
Nuveen Diversified Dividend and Income Fund
JDD
$28K 0.02%
+3,000
New +$29.8K
AOM icon
323
iShares Core Moderate Allocation ETF
AOM
$1.77B
$27K 0.02%
+770
New +$28.1K
FHN icon
324
First Horizon
FHN
$11.3B
$27K 0.02%
+2,052
New +$31.9K
GDV icon
325
Gabelli Dividend & Income Trust
GDV
$2.52B
$27K 0.02%
+1,450
New +$30K
11 12
13
14 15

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FSCM
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FWM
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AVLSA
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CFS
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AWM
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EA
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AAA
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Meridian Wealth Advisors's Q4 2018 Portfolio in Review

Q4 2018 is the first quarter with a 13F filing on record for Meridian Wealth Advisors, which disclosed 462 positions worth $130M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is ExxonMobil: 351,463 shares worth $24M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, followed by Energy and Technology.

  • Meridian Wealth Advisors's largest Q4 2018 buy was ExxonMobil: 351,463 shares worth $24M.
  • Meridian Wealth Advisors's ten largest holdings make up 40% of its $130M portfolio in Q4 2018.
  • Meridian Wealth Advisors disclosed 462 positions in Q4 2018, its first 13F filing on record.

Based on Meridian Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.